Solaris Energy Infrastructure, Inc. (NYSE:SEI) is included among The $200 Oil Playbook: 10 Energy Stocks Positioned to Outperform as the Strait Remains Closed.

Carol Gauthier/Shutterstock.com

Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States.

On March 5, GLJ Research analyst Austin Wang initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE:SEI) with a ‘Buy’ rating and a price target of $60. The target indicated an upside potential of over 7% from the current share price.

GLJ Research highlighted Solaris’ Power business and its ability to contract co-located power on demand to hyperscalers, which continues to ensure access to OEM supply.

The power business now accounts for roughly 70% of Solaris Energy Infrastructure, Inc. (NYSE:SEI)’s earnings, allowing the company to double its revenue and more than double its adjusted EBITDA in FY 2025. The company has already bagged deals with multiple data center customers and remains in advanced negotiations for the remaining open capacity. Moreover, it also signalled towards further capacity additions in 2027 and 2028.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) continued to be favored by Wall Street and is placed among the 11 Oil Stocks with Highest Upside Potential.

While we acknowledge the potential of SEI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading into 2026 and 12 Best Large Cap Energy Stocks to Buy Now

Disclosure: None. Follow Insider Monkey on Google News.